Case Study: Brotherhood Mutual Insurance Company achieves user-friendly, accountable budgeting with XLerant

Brotherhood Mutual Insurance Company - Customer Case Study

Brotherhood Mutual Insurance Company, a Fort Wayne-based mutual insurer serving more than 50,000 churches and related ministries, was struggling with a spreadsheet-heavy budgeting process that frustrated users, limited flexibility, and made it hard for finance to track progress or maintain ownership of budget numbers. The company needed a more user-friendly way to support its growing organization and strategic planning, and turned to XLerant’s BudgetPak to replace its manual system.

XLerant implemented BudgetPak as a cloud-based budgeting solution with a guided interface, built-in calculation logic, reporting tools, and a direct link to the general ledger. The result was improved user accountability, better visibility into budgeting progress, and faster reporting; finance also saved significant time and could focus more on strategic budgeting. More than 30 users benefited from the new system, making the investment easy to justify.

Brotherhood Mutual Insurance Company

Brad Bertsch

Assistant Controller